MMA Asset Management’s UGI UGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $335K | Sell |
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|
2025
Q4 | $354K | Buy |
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|
2025
Q3 | $305K | Buy |
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|
2025
Q2 | $304K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $246K | Sell |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $397K | Buy |
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|
2022
Q3 | $287K | Sell |
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|
2022
Q2 | $423K | Hold |
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|
2022
Q1 | $406K | Buy |
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|
2021
Q4 | $249K | Buy |
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